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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

565 hedge funds and large institutions have $8.59B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 232 increasing their positions, 200 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+18
Holders Change %
+3.29%
% of All Funds
8.19%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.62%
New
59
Increased
232
Reduced
200
Closed
28
Calls
$107K
Puts
–
Net Calls
+$107K
Net Calls Change
-$68K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$775M
2
Creative Planning
2
Creative Planning
Kansas
$3.53B
3
Bank of America
3
Bank of America
North Carolina
$78.1M
4
HWA
4
HHM Wealth Advisors
Tennessee
$25.6M
5
FNT
5
First National Trust
Pennsylvania
$25.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$165M
2
FGAM
2
Financial Gravity Asset Management
Texas
$25.1M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$9.63M
4
KOC
4
Koss-Olinger Consulting
Florida
$0
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
476
Northwest Capital Management
Oregon
$155K +$3.31K +62 +2%
WT
477
Whittier Trust
California
$147K +$95.3K +1,786 +185%
S
478
SignatureFD
Georgia
$145K +$145K +2,712 New
NFSG
479
Newbridge Financial Services Group
Florida
$144K +$11.1K +209 +8%
OSAM
480
O'Shaughnessy Asset Management
Connecticut
$121K +$2.99K +56 +3%
SHIM
481
Stone House Investment Management
Pennsylvania
$113K +$113K +2,126 New
ITIM
482
Indiana Trust & Investment Management
Indiana
$105K +$105K +1,964 New
CP
483
Castleview Partners
Texas
$104K +$29.7K +556 +40%
HIIFS
484
Harel Insurance Investments & Financial Services
Israel
$101K – – –
WTC
485
WhitTier Trust Company
Nevada
$100K – – –
FWP
486
FAS Wealth Partners
Kansas
$99K +$57.8K +1,083 +140%
US Bancorp
487
US Bancorp
Minnesota
$97.3K -$24K -449 -20%
HNB
488
Hilltop National Bank
Wyoming
$94.7K +$94.7K +1,776 New
Qube Research & Technologies (QRT)
489
Qube Research & Technologies (QRT)
United Kingdom
$91.2K -$43.5K -816 -32%
SWM
490
Spire Wealth Management
Virginia
$90.6K -$41.9K -786 -32%
SPIA
491
Steward Partners Investment Advisory
New York
$81.6K – – –
VAG
492
VisionPoint Advisory Group
Texas
$80K -$587 -11 -0.7%
SAM
493
Securian Asset Management
Minnesota
$80K +$80K +1,500 New
CHA
494
Carmichael Hill & Associates
Maryland
$74.9K – – –
CWC
495
Carolinas Wealth Consulting
North Carolina
$72.3K – – –
Bank of Montreal
496
Bank of Montreal
Ontario, Canada
$70.6K -$4.81K -90 -6%
AIA
497
Armor Investment Advisors
North Carolina
$66.1K – – –
WP
498
WealthShield Partners
North Carolina
$64.8K -$3.25K -61 -5%
RIA
499
Realta Investment Advisors
Delaware
$60.5K +$60.5K +1,134 New
MRCM
500
M&R Capital Management
New Jersey
$57.5K +$15.3K +287 +36%
18 19
20
21 22